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KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

· CRD 145658 · IAPD ↗ · 312-380-5300

$162.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
9States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — KINGSBURY CAPITAL INVESTMENT ADVISORS LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
June 2025 — KINGSBURY CAPITAL INVESTMENT ADVISORS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — KINGSBURY CAPITAL INVESTMENT ADVISORS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — KINGSBURY CAPITAL INVESTMENT ADVISORS LLC now reports custody of client assets ($88.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.